Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 11/13/2020
ADV Location CORAL GABLES, FL, United States
Contact Info 305 xxxxxxx
AUM* 568,448,136 62%
of that, discretionary 2,873,742 -30%
Number of Employees 6 -25%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 1,540,510 44%
% High Net Worth 28.73% -53%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

566M 485M 404M 323M 242M 162M 81M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary